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Weekend Financial Planner Jobs (NOW HIRING)

Larson Financial Group, LLC

Financial Planner

Denver, CO

$78K - $105K/yr

As a Financial Planner , you'll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you'll be a ...

Pax Financial Group

Financial Planner

San Antonio, TX · On-site

$68K - $92K/yr

Position Overview We are seeking a growth-oriented and client-focused Financial Advisor to deliver holistic financial planning while proactively developing and expanding a book of business. This role ...

Pax Financial Group

Financial Planner

San Antonio, TX

$68K - $92K/yr

Position Overview We are seeking a growth-oriented and client-focused Financial Advisor to deliver holistic financial planning while proactively developing and expanding a book of business. This role ...

Mariner Finance

Financial Planner

New York, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

Mariner Finance

Financial Planner

Chinatown, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

WealthBridge Financial Group

Financial Planner

Raytown, MO · On-site

$72K - $97K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

Mariner Finance

Financial Planner

New York, NY · On-site

$83K - $111K/yr

Actively develop skills in various software programs for investment and financial planning Qualifications * Bachelor's degree (degrees in finance or related field are a plus) * 2+ years of prior ...

WealthBridge Financial Group

Financial Planner

Gladstone, MO · On-site

$70K - $94K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Mission, KS · On-site

$70K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Lenexa, KS · On-site

$71K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Kansas City, MO · On-site

$74K - $99K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Kansas City, KS · On-site

$73K - $98K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Mission, KS · On-site

$70K - $95K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

WealthBridge Financial Group

Financial Planner

Liberty, MO · On-site

$71K - $96K/yr

You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at ...

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Weekend Financial Planner information

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$50.5K

$96.7K

$139.5K

How much do weekend financial planner jobs pay per year?

As of Jun 5, 2026, the average yearly pay for weekend financial planner in the United States is $96,681.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,000.00 and $102,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Weekend Financial Planner, and why are they important?

To thrive as a Weekend Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management systems, and spreadsheet tools is typically required. Strong interpersonal skills, trustworthiness, and effective communication are essential for building client relationships and clearly explaining complex financial concepts. These skills and qualities are critical for delivering sound financial advice and maintaining client trust during flexible weekend hours.

What unique challenges and opportunities come with working as a Weekend Financial Planner?

As a Weekend Financial Planner, you may encounter the challenge of balancing client availability with your own schedule, since many clients seek advice outside traditional business hours. This role often involves a high degree of flexibility and self-motivation, as you may work independently or as part of a smaller weekend team. On the positive side, working weekends allows you to serve clients who are unable to meet during the week, potentially expanding your client base. Additionally, this schedule can provide more control over your work-life balance and may offer unique advancement opportunities within firms that value off-hours client service.

What is a Weekend Financial Planner?

A Weekend Financial Planner is a financial advisor who offers their services primarily during weekends to accommodate clients who are unavailable during regular business hours. They help individuals and families create budgets, plan for retirement, manage investments, and achieve their financial goals. These professionals may work independently, for financial firms, or as part of a team, providing personalized advice and planning sessions outside of typical weekday schedules.
More about Weekend Financial Planner jobs
What cities are hiring for Weekend Financial Planner jobs? Cities with the most Weekend Financial Planner job openings:
What are the most commonly searched types of Financial Planner jobs? The most popular types of Financial Planner jobs are:
What states have the most Weekend Financial Planner jobs? States with the most job openings for Weekend Financial Planner jobs include:
What job categories do people searching Weekend Financial Planner jobs look for? The top searched job categories for Weekend Financial Planner jobs are:
Weekend Financial Planner jobs near you
Infographic showing various Weekend Financial Planner job openings in the United States as of May 2026, with employment types broken down into 92% Full Time, 1% Part Time, 1% Temporary, and 6% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $96,681 per year, or $46.5 per hour.
Financial Planner

Financial Planner

Larson Financial Group, LLC

Saint Louis, MO

$73K - $99K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

Job description

Description:

About Us 

At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth management services with a personalized touch, and we’re looking for a dedicated Financial Planner to join our growing St. Louis office. This is an exciting opportunity for a motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. 


About the Role 

As a Financial Planner, you’ll work closely with clients to help them achieve their financial goals. From preparing and conducting client meetings to developing tailored financial plans, you’ll be a key player in delivering a high-touch, concierge-style experience. You’ll collaborate with advisors and internal teams to ensure client satisfaction while growing your own expertise and career in a fast-paced and supportive environment. 

Requirements:

What You’ll Do 

  • Prepare for and lead client meetings 
  • Collect and organize client data to build financial plans 
  • Construct insurance illustrations and financial scenarios 
  • Communicate investment recommendations in collaboration with the advisory team 
  • Track planning process milestones and follow up on action items 
  • Deliver proactive, high-quality service to retain top clients 
  • Maintain accurate data in CRM and financial planning software 
  • Create thoughtful client "touches" to cultivate referrals 
  • Manage onboarding and ongoing client service processes 
  • Resolve client inquiries and provide trusted support 

What We’re Looking For 

Qualifications 

  • Minimum 2 years of experience in financial planning or a related field 
  • Series 7 and 66 licenses required 
  • CFP designation is a plus 
  • Bachelor’s degree or equivalent work experience 
  • Familiarity with the insurance and financial services industry 
  • Experience using Salesforce and financial planning software (e.g., eMoney, MoneyGuidePro) 

 Skills & Attributes 

  • Exceptional interpersonal skills, with the ability to build trust in-person, virtually, and by phone 
  • Strong written and verbal communication skills with high attention to detail 
  • Proficiency in Microsoft Office and Outlook 
  • Professionalism in appearance, attitude, and work ethic 
  • Adaptable, proactive, and comfortable working in a dynamic environment 
  • Strong organizational skills with the ability to prioritize and follow through 
  • Commitment to maintaining confidentiality and upholding regulatory standards 

Why Join Larson Financial Group? 

We offer a competitive benefits package and an engaging work culture that supports personal and professional growth: 

  • Profit Sharing Bonus Program 
  • 401(k) with Employer Match (up to 4%) 
  • Comprehensive Medical, Dental, and Vision Insurance 
  • Company-paid Long-term Disability, Life Insurance, and EAP 
  • Voluntary Short-term Disability and Supplemental Insurance 
  • Generous PTO (112 hours after 90 days) + 12 Paid Holidays 
  • Training, Development, and Educational Opportunities 
  • Company Events, Recognition Awards, and Team Activities 

Ready to take the next step in your financial planning career?
Apply now and become part of a team that values integrity, service, and meaningful client relationships. 


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